RWM
PM icon

RKL Wealth Management’s Philip Morris PM Stock Holding History

RKL Wealth Management’s Portfolio PM Stock Details PM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.65M Buy
14,664
+240
+2% +$41.6K 0.21% 58
2026
Q1 		$2.38M Sell
14,424
-274
-2% -$47.6K 0.21% 60
2025
Q4 		$2.36M Buy
14,698
+270
+2% +$41.8K 0.19% 63
2025
Q3 		$2.34M Hold
14,428
– – 0.2% 63
2025
Q2 		$2.63M Buy
14,428
+120
+0.8% +$20.6K 0.23% 57
2025
Q1 		$2.27M Sell
14,308
-3,230
-18% -$458K 0.21% 64
2024
Q4 		$2.11M Buy
+17,538
New +$2.21M 0.19% 67
2020
Q4 		– Sell
-3,084
Closed -$231K – 127
2020
Q3 		$231K Buy
+3,084
New +$238K 0.04% 112
2018
Q2 		– Sell
-2,543
Closed -$255K – 132
2018
Q1 		$255K Sell
2,543
-223
-8% -$23.2K 0.06% 124
2017
Q4 		$293K Sell
2,766
-155
-5% -$16.5K 0.07% 122
2017
Q3 		$326K Buy
2,921
+178
+6% +$20.7K 0.09% 119
2017
Q2 		$322K Buy
+2,743
New +$318K 0.1% 116
2016
Q3 		– Sell
-1,755
Closed -$179K – 76
2016
Q2 		$179K Buy
+1,755
New +$175K 0.09% 72
2015
Q1 		– Sell
-3,064
Closed -$250K – 55
2014
Q4 		$250K Buy
3,064
+1
+0% +$86 0.16% 55
2014
Q3 		$255K Buy
3,063
+1
+0% +$85 0.18% 57
2014
Q2 		$258K Buy
3,062
+200
+7% +$17.2K 0.19% 53
2014
Q1 		$234K Buy
+2,862
New +$231K 0.18% 57

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

RKL Wealth Management's PM Position: Q2 2026 in Review

RKL Wealth Management increased its Philip Morris (PM) stake by 1.7% in Q2 2026, buying an estimated $41.6K and bringing the position to 14,664 shares worth $2.65M. The position accounts for 0.21% of the portfolio, ranked #58.

RKL Wealth Management first reported a position in PM in Q1 2014 and has held it in 17 quarters since. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • RKL Wealth Management held 14,664 shares of Philip Morris worth $2.65M as of Q2 2026.
  • RKL Wealth Management bought 240 Philip Morris shares in Q2 2026, an estimated $41.6K.
  • Philip Morris made up 0.21% of RKL Wealth Management's portfolio in Q2 2026, its #58 holding.
  • RKL Wealth Management first reported a position in Philip Morris in Q1 2014 and has held it in 17 quarters since.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on RKL Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.